MyFinanceBook

ClaudeCommunityby MyFinanceBook

MyFinanceBook is an income and expense tracker built from the bank statements you export, as PDF or CSV. The connector brings your ledger into Claude. Ask about your money. Search transactions by date, category, type or text, and get income and expense totals for a day or any period, in your own time zone. Exchange rates are there when you need to convert. Import a statement in conversation. Share a PDF or CSV with Claude and review every row it read. Nothing is saved until you confirm, and a statement you've already imported is caught before anything is duplicated. Categories can be created as you go. What it cannot do. It can't edit or delete transactions, change settings or reach your export: no such tool exists. There is no bank login: MyFinanceBook never connects to your bank. You need a MyFinanceBook account. The connector is free on every plan and works with free Claude plans.